Adding and managing clients
How the client record works, and what belongs where.
4 min read · Updated Wednesday, 15th July, 2026
Every person you work with lives in a single client record. New enquiries, active clients, and past clients share one table with a status field.
Add a client 1. Go to Clients → New client. 2. Enter name and email at minimum. 3. Optional: phone, tags, notes.
Statuses - **Enquiry**: hasn't booked yet. Marketing forms create enquiries automatically. - **Active**: currently working with you. - **Past**: no active engagement, kept for history.
Change status any time from the client detail page.